See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,224 | $66,098-72.4% | $101,794-82.1% | $74,304-75.5% |
| Participation rate | 50.8% | 53.8%-2.9pp | 69.2%-18.4pp | 60.3%-9.5pp |
| Annual return | 15.84% | 19.59%-3.7pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $939 | $1,082-13.2% | $2,289-59.0% | $2,241-58.1% |
| Participant deferral / active EE | $1,391 | $2,781-50.0% | $4,084-65.9% | $3,767-63.1% |
| Admin fee / account holder | $1,092 | $4,146-73.7% | $8,777-87.6% | $2,969-63.2% |